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Discussion on Perfex - Powerful Open Source CRM

Discussion on Perfex - Powerful Open Source CRM

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10697 comments found.

3hand

3hand Purchased

The toolbar dropdown menus in the proposal template editor are not working properly.

When I click any of the toolbar buttons that should open a dropdown (for example: font size, alignment, lists, etc.), no menu appears at all. The editor itself loads correctly and I can type and format basic text, but any button that is supposed to show a dropdown simply does nothing—there is no visible menu and no error message on the screen.

3hand

3hand Purchased

I would like to follow up as I replied on Thu, Jan 15, 2026 at 12:01 AM, and I have not received any response so far.

Okolaad Author Team

Hello

Your ticket has been already responded, don’t hesitate to reply back if you have more questions.

Please keep in mind as mentioned in our support tab https://codecanyon.net/item/perfex-powerful-open-source-crm/14013737/support, response times may be up to 5 business days, but usually, we reply the same or the next day.

Regards

3hand

3hand Purchased

The data is absolutely correct, I’m sure of it. Why this shameful response?

Take into consideration: I’ve been facing a problem since purchasing the script.

I sent the problem and the required information for review, and since then I’ve been experiencing delays in receiving a response.

The information is correct, but the response is that it’s incorrect. I don’t know why this is happening.

If the problem isn’t resolved as soon as possible, I will file a complaint with CodeCanyon and request an immediate refund.

g10

g10 Purchased

Hi, for many years, we have been facing an issue. After a couple of interactions, the cc field in the ticket changes to ‘Array’ where there should be comma-separated email ids. request to investigate the issue and fix it in your next update.

panob Purchased

Good morning and Happy New Year.

Question: I need to add a fee to the invoice, but I need to subtract a percentage from the subtotal instead of adding it… is that possible?

Thank you

Okolaad Author Team

Hello

Unfortunately, not at this time.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

Hi, is there a way that we can use support@mydomain.com just for ticketing purposes? If someone emails support@mydomain.com a ticket will automatically open in Perfex. Is there a SMTP addon just for the Ticketing part of Perfex.

Okolaad Author Team

Hello

Yes, you can find information on this here https://help.perfexcrm.com/email-piping-auto-importing-tickets/

Regards

Is it possible to create a service on one domain and sell it to companies?

Okolaad Author Team

Hello

Perfex CRM code is not optimized to work as SaaS, you can bill 1 client per 1 extended license and installation, however, if you are able modify the code to be SaaS optimized, you can do this with the extended license, more info about the licenses can be found here: https://codecanyon.net/licenses/standard

Regards

Hi, how i can create password for clients to use on client login page? when i create customer or lead there is no place to pick their passwords

Okolaad Author Team

Hello

You can achieve this following this guide https://help.perfexcrm.com/new-customer-contact/

If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com

Regards

Do you have a extension that can display the cost vs the invoice and deposits in the overall panel? I will like to get a overall idea of the cost of labor hours, expenses, VS the awarded amount of the project. Somehow display the profit or loss in the project. https://drive.google.com/file/d/1qVsiaxkcsViTYowQYn46Ju40_ZUrwjeL/view?usp=drive_link

Okolaad Author Team

Hello.

Not that we are aware of, however, you can perform a search to see if there is similar module that fits for your requirements. Here is a quick link for the search: https://codecanyon.net/search/perfex

Hope this help. Regards.

Bug Report: Uncaught TypeError in Dashboard Widgets (v.grep on null)

Hello MSTdev Team,

I encountered a Javascript error in the Admin Dashboard that I believe is a core robustness issue.

The Issue: In application/views/admin/dashboard/dashboard_js.php, the variable user_dashboard_visibility is initialized directly from PHP: var user_dashboard_visibility = <?php echo $user_dashboard_visibility; ?>;

If the database returns null for this meta key (e.g., new user or cleared settings), the JS variable becomes null. Subsequently, the code runs $.grep(user_dashboard_visibility, ...) inside the widget loop. jQuery’s grep function throws a fatal error when trying to read the length of null: Uncaught TypeError: Cannot read properties of null (reading ‘length’)

Suggested Fix: Please ensure the variable is always initialized as an array. Change: var user_dashboard_visibility = <?php echo $user_dashboard_visibility; ?>; To: var user_dashboard_visibility = <?php echo $user_dashboard_visibility; ?> || [];

Best regards.

Okolaad Author Team

Hello

It would be difficult to assist you via the comments section. I would request you to please get in touch with our support team.

As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here as mentioned in our support tab.

Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.

Regards

when i update the template with “border-radius: 10px;” this once saved it will not there EG

Id i add this “

once saved i can see this ”

without ” border-radius: 10px;” this in entire design i have used multiple times this all removed what wil do

Okolaad Author Team

Hello

============================

It would be difficult to assist you via the comments section. I would request you to please get in touch with our support team.

As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here as mentioned in our support tab. Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.

Regards

I found and fixed this issue already but i just informed you this issue

I have purchased and installed the system to my server. but i want to work on it and for that, i have to setup it in my local system. how cani do that?

Okolaad Author Team

Hello

To install Perfex CRM, you will need a more real-life configured server on local in order to test Perfex CRM locally; in this case, you should use something like Homestead and Virtual Machine, personally, we use Laravel Homestead and works perfectly fine with Perfex CRM.

If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com

Regards

epworld

epworld Purchased

Hello,

Customer > New Customer I don’t understand why there’s no field for an email address. Could you please explain the logic behind not having an email field?

Thank you Regards

Okolaad Author Team

Perfex CRM is mostly optimized to work with companies instead of individuals. After creating the customer, you will then proceed to add new contact under this company e.q. for sending emails, perhaps log in to customers area, etc.. as documented here https://help.perfexcrm.com/new-customer/

If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com

Regards

can i use this for tours and travels company

Okolaad Author Team

Hello

The best is to explore the demo and check to see if it meets your requirements

Regards

It should be great if we could manage client site menu, like to be able to have submenus etc, or even better to have a side menu with submenus also

Okolaad Author Team

Hello

We appreciate the suggestion, however there is no plan at this time. You can still create your own customer area theme following this guide https://help.perfexcrm.com/customers-templates/ to meet your requirement.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

My customer crached perfex CRM 2.9.7. We have a 500 Internal Server Error

Hopefully, we retrieved datas from Mysql backup. We lost the install files. I Is it possible to buy the last version and import directly datas by sql queries ? If not, is it possible to buy the 2.9.7, import sql queries and upgrade to the last version. If not (bis) how could we do ? Thanks

Okolaad Author Team

Hello

It would be difficult to assist you via the comments section. I would request you to please get in touch with our support team.

As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here as mentioned in our support tab. Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

Thank you for your answer. Pre-sale question. Will it be possible to buy the older version 2.9.7 for a new licence ?

Okolaad Author Team

Unfortunately no, we recommend you always use the latest version of Perfex CRM.

Regards

wael491

wael491 Purchased

is there option product sale like combo ,

example product 1 :Mouse Product2: Keyboard Product Combo named pack01 L Mouse & Keyboard

Okolaad Author Team

Hello

Unfortunately, not at this time.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

After installing and setting up the crm and working with it in production, it reverted back to the install stage. This has happened on several occasions. Has anyone had this issue?

Okolaad Author Team

Hello

We attended to your support ticket do check and add more replies if you need further help.

Regards

aqtom

aqtom Purchased

Any plans for OAuth 2.0 for departments soon? Any ETA?

Okolaad Author Team

Hello

Unfortunately, there is no ETA for when this will be available at this time.

If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com

Regards

in Web to Lead Form, is it possible that they can upload for that ?

Okolaad Author Team

Hello

The question is unclear, do rephrase so we can understand better.

Regards

in Setup – > Lead – > Web to lead Form. where i can create a public form for lead, is it possible that the guest can upload bulk?

Pre-sale question.

is there any option for project that require no customer.

as a company having their own product and services.. one project ie: AccountingERP is created, and is provided to customer as a service, so in that case, one project or if we talk customer, there can be many customers of a project / service. all the tasks will be added to that specific single project but the tasks / requirements are from many customers. how can we handle it? in RISE crm, they offer project without customer selection

Okolaad Author Team

Hello

The best is for you to create a customer that represents your company and create the project for this customer.

Regards

is this code is valid for aaPanel Nginx Server https://help.perfexcrm.com/nginx-config/ ?

Okolaad Author Team

Hello

Yes, if you run into any issues Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

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